First Trust WCM Focused Global Growth Fund Investor Class
WFGGX
NASDAQ
Weiss Ratings | WFGGX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C+ | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | WFGGX-NASDAQ | Click to Compare |
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Provider | First Trust | |||
Manager/Tenure (Years) | Sanjay Ayer (12), Paul Russell Black (12), Michael B. Trigg (12), 1 other | |||
Website | http://www.ftportfolios.com/ | |||
Fund Information | WFGGX-NASDAQ | Click to Compare |
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Fund Name | First Trust WCM Focused Global Growth Fund Investor Class | |||
Category | Global Large-Stock Growth | |||
Sub-Category | Global Equity Large Cap | |||
Prospectus Objective | Growth | |||
Inception Date | Jun 28, 2013 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 1,000.00 | |||
Minimum Subsequent Investment | 100.00 | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | WFGGX-NASDAQ | Click to Compare |
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Dividend Yield | 0.45% | |||
Dividend | WFGGX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 0.71% | |||
Asset Allocation | WFGGX-NASDAQ | Click to Compare |
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Cash | 3.86% | |||
Stock | 91.55% | |||
U.S. Stock | 55.96% | |||
Non-U.S. Stock | 35.59% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 4.59% | |||
Price History | WFGGX-NASDAQ | Click to Compare |
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7-Day Total Return | 0.32% | |||
30-Day Total Return | 0.77% | |||
60-Day Total Return | 7.17% | |||
90-Day Total Return | 8.65% | |||
Year to Date Total Return | 17.92% | |||
1-Year Total Return | 29.00% | |||
2-Year Total Return | 69.80% | |||
3-Year Total Return | 80.99% | |||
5-Year Total Return | 80.46% | |||
Price | WFGGX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | WFGGX-NASDAQ | Click to Compare |
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Nav | $31.06 | |||
1-Month Low NAV | $29.90 | |||
1-Month High NAV | $31.12 | |||
52-Week Low NAV | $23.58 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $31.12 | |||
52-Week High Price (Date) | Aug 18, 2025 | |||
Beta / Standard Deviation | WFGGX-NASDAQ | Click to Compare |
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Beta | 1.07 | |||
Standard Deviation | 17.04 | |||
Balance Sheet | WFGGX-NASDAQ | Click to Compare |
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Total Assets | 830.08M | |||
Operating Ratios | WFGGX-NASDAQ | Click to Compare |
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Expense Ratio | 1.30% | |||
Turnover Ratio | 43.00% | |||
Performance | WFGGX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 26.07% | |||
Last Bear Market Total Return | -18.15% | |||